Our Mission

Our mission is to put every firm within direct reach of the advisor relationships it wants to build — no one standing in between.

Our story

Built by people who lived the problem.

AdvisorHop is a small, founder-led team that spent years in advisor recruiting — outpaced by firms with bigger budgets, passed over by recruiters chasing the larger fee, and stuck finding advisors and managing relationships with tools that were never built for it.

With everything AI can do today, we decided it was time to fix that imbalance — and give any firm a low-cost, off-the-shelf way to build better-fitting, longer-lasting relationships with advisors.

The moment that stuck with us: staring down the two “real” options and realizing neither was built for a firm like ours. An enterprise data subscription running five figures a year before a single call gets made. A recruiter’s fee taking a bite out of a placement that few firms our size could absorb. Both were built for firms already big enough not to need them. So we built AdvisorHop instead.

Our beta is step one of a much bigger roadmap, and we treat every beta member like a design partner — tell us what we haven’t solved yet, and we’ll build it. More about the team soon.

Our values

What we stand for.

Level the playing field

Growth opportunities shouldn’t be gated by the size of your recruiting budget. We price so any firm, on any budget, can afford to recruit like the big firms do.

Your relationships are yours

Every advisor you meet on your own is yours, no strings. Your pipeline, your notes, and your firm’s data are private to your firm — never sold, never shared, never visible to anyone else.

Always improving, always upfront

We’re always investing in keeping profiles current — new data, refreshed contacts, errors corrected. And we’re always upfront about it: no list this size is ever perfect, and we give you the tools to flag anything that’s out of date.

Built with you, not at you

Beta is phase one of a long roadmap. We read every message, and we build for the firms actually using the product. Tell us what we haven’t solved yet.

Why we exist

The old way to recruit advisors was built for big firms.

For most of the industry’s history, growing your firm through advisor recruiting meant picking from three bad options.

Option A

Hire a recruiter

Third-party recruiters typically charge 8–12% of an advisor’s annual production per placement — on a $250,000 producer, that’s $20,000–$30,000 for a single hire. They choose who they work with, own the relationship, and take everything they learned with them when the engagement ends.

Option B

Buy an enterprise list

The industry lists big firms use run into five figures a year — and they hand you raw data, not a way to work it. You pay for a spreadsheet, pay again for a CRM to make it usable, then wire the two together yourself.

Option C

Do it yourself

A spreadsheet, a phone, and whatever you remember from the last conversation. It’s what most firms actually do — and it means starting every search from zero and losing the thread the moment someone’s out of office.

Every one of these was built for firms with the budget, the contracts, and the headcount to absorb the cost. If you didn’t have all three, advisor recruiting stayed out of reach.
We think that’s backwards.

How we’re different

One platform. Everything’s already there.

AdvisorHop is the out-of-the-box recruiting function most firms could never afford to build — three tools working as one, ready the moment you log in. No list to buy. No CRM to wire together. No slice of production going to a middleman.

Pre-loaded

The call list is already there

A continuously refreshed Discovery List of enriched advisor profiles — contact information, credentials, AUM, firm history, and more. Ready on Day 1, with nothing to import and nothing to configure.

Purpose-built

A CRM made for this

A pipeline built specifically for advisor recruiting — not a generic CRM you bend into shape. Meet an advisor and add them to your pipeline in one click. Log calls, capture notes, set reminders. Your notes stay. Forever.

Recruiting

Intelligence that learns

The layer that gets sharper the more you use it. It surfaces who to reach next based on your activity, and shows you what’s working in your pipeline — like a coach that learns your firm.

One platform. One price. No middlemen.

Want to talk to us?

Questions about us, our pricing, or how to get started — send us your question!